E316: How Family Offices Design Portfolios for 30-Year Outcomes

episode

How I Invest with David Weisburd not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from How I Invest with David Weisburd

E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha 36 min · 23 Sep 2026

E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure 50 min · 21 Sep 2026

E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology 1h 14m · 18 Sep 2026

E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent 37 min · 16 Sep 2026

E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic 36 min · 14 Sep 2026

E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets 46 min · 11 Sep 2026

All episodes from How I Invest with David Weisburd →

Report any issue

Source

Recorded03 Mar 2026

Publisherfeeds.podcastai.com ↗

Handlerec:16313438

Show notes

What if the easiest alpha in public markets isn’t stock picking… but taxes? In this episode, I sit down with Zach Wainwright, Founder of Twin Oak ETF Company, to break down structural alpha, ETF tax efficiency, and how high-net-worth investors can compound capital more intelligently. Zach shares lessons from his time at Wellington, TIFF, and inside a single-family office — and why long time horizons, incentive alignment, and tax awareness may be more powerful than traditional stock-picking alpha. We also dive into tail-risk hedging inside an ETF wrapper and how families can design portfolios to survive extreme drawdowns without sacrificing long-term compounding.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in